Next Capital Management’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Next Capital Management’s Portfolio JMM Stock Details JMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,816	Closed	-$13K	–	153
2019 Q3	$13K	Hold	1,816	–	–	0.01%	218
2019 Q2	$13K	Hold	1,816	–	–	0.01%	387
2019 Q1	$13K	Hold	1,816	–	–	0.01%	215
2018 Q4	$12K	Buy	+1,816	New	+$12.5K	0.01%	194

Other funds holding JMM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SCA

Strategic Capital Advisers Denver, Colorado $121M AUM 4.16% 1-Year Est. Return

Next Capital Management's JMM Position: Q4 2019 in Review

Next Capital Management sold out of Nuveen Multi-Market Income Fund (JMM) in Q4 2019, closing a stake of 1,816 shares — an estimated $13K sold.

Next Capital Management first reported a position in JMM in Q4 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 22 funds tracked by Wall St. Rank hold JMM as of Q4 2019.

Next Capital Management reported no remaining Nuveen Multi-Market Income Fund position as of Q4 2019 after selling out during the quarter.
Next Capital Management sold 1,816 Nuveen Multi-Market Income Fund shares in Q4 2019, an estimated $13K.
Next Capital Management first reported a position in Nuveen Multi-Market Income Fund in Q4 2018 and held it in 4 quarters.
Next Capital Management's Nuveen Multi-Market Income Fund position peaked at $13K in Q3 2019.
22 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.